-34.6%
PLTD vs BR
+31.7%
-66.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.5% |
| 7D | -1.6% | +1.9% | -3.4% | -0.2% |
| 30D | +18.5% | +15.9% | +2.6% | +36.0% |
| 3M | -2.4% | +13.7% | -16.1% | +10.4% |
| 6M | -34.6% | +31.0% | -65.6% | -9.1% |
| All | -34.6% | +31.7% | -66.3% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling